Capital growth or a reliable income? Have the best of both worlds with Global Growth & Income
Investing globally provides enhanced long-term growth and income opportunities for UK investors looking to diversify beyond the home market. However, it’s a challenge to find a fund that can tap fully into the return potential of global markets, while also paying an attractive regular income.
By combining the best ideas from J.P. Morgan’s global investment platform with an innovative dividend policy, the JPMorgan Global Growth & Income Investment Trust can deliver the best of both worlds, paying shareholders a reliable income of at least 4% per annum*[i]without compromising its capacity to maximise exposure to the long-term growth of the world’s leading companies.
Income and growth without compromise
The key to the trust’s success is its dividend policy, which takes full advantage of the ability of investment trusts to top up income payments from revenue and capital reserves. Because dividends aren’t reliant on the income generated by underlying investments, we have the freedom to pursue the most attractive growth opportunities identified by our experienced team of over 80 research analysts, in any market and across any sector globally.
Our focus is on companies that can deliver sustainable returns driven by long-term structural change. To ensure we can deliver sustainable long-term growth, the consideration of environmental, social and governance (ESG) factors is a key part of the stock selection process. We believe companies that run their businesses in a sustainable way will deliver superior returns for shareholders over time.
Downloads and further information
Kepler Research Reports
Kepler Trust Intelligence provides research and information for professional and private investors. Their fund analysis focuses on individual trusts, examining them in detail to create a snapshot picture that investors can use to aid their investment decisions.
* The dividend for the following year will be equal to at least 4% of the trust’s net asset value (NAV) as at the end of the preceding financial year. Dividend declaration and payment is not guaranteed and subject to the dividend policy in the legal documentation.